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May 23, 2025
System

Contact Email Settings

Quotes
Sales Orders
Invoicing
Email

We’ve frequently heard comments like “Every time I send an invoice to this customer, I need to cc {this person}”.  Now you can!  Customer contacts now have “Include on Emails for” options for Quotes, Sales Orders, Packlists, and Invoices.  Selecting one will mean they’ll be included on every email of that type, for that customer.  You can set that up in the edit contact menu in Sales > Customers > select a customer > select a contact.